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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 9.690 | 9.710 | 0.020 |
Bonds | 102.900 | 109.020 | 6.120 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.220 | 0.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.951 | 17.172 |
Price to Book | 3.812 | 2.955 |
Price to Sales | 2.241 | 1.863 |
Price to Cash Flow | 14.334 | 9.747 |
Dividend Yield | 1.342 | 2.609 |
5 Years Earnings Growth | 10.413 | 9.073 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.930 | 20.038 |
Healthcare | 15.560 | 11.739 |
Financial Services | 11.310 | 15.470 |
Consumer Cyclical | 10.140 | 9.800 |
Industrials | 8.770 | 9.804 |
Communication Services | 6.190 | 7.501 |
Utilities | 4.410 | 3.312 |
Consumer Defensive | 4.220 | 6.656 |
Energy | 3.500 | 4.195 |
Real Estate | 2.200 | 8.302 |
Basic Materials | 1.770 | 3.185 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Voya Intermediate Bond I | - | 35.16 | - | - | |
Voya Limited Maturity Bond Port I | - | 34.08 | - | - | |
Voya Inflation Protected Bond Plus I | - | 8.04 | - | - | |
VY® BrandywineGLOBAL-Bond Port | - | 6.03 | - | - | |
Voya High Yield Port I | - | 4.97 | - | - | |
VY® T. Rowe Price Capital Apprec I | - | 4.92 | - | - | |
Voya US Stock Index Port I | - | 4.87 | - | - | |
Voya Multi-Manager Mid Cap Value I | - | 0.99 | - | - | |
Voya MidCap Opportunities I | - | 0.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.66B | -5.38 | 11.36 | 11.62 | ||
MI Education Savings Program US Equ | 812.15M | -5.37 | 11.32 | 11.58 | ||
WI Edvest 529 Plan Large Cap Stock | 784.07M | -4.93 | 12.06 | 12.18 | ||
WI Edvest 529 Plan Based Aggressive | 638.92M | 0.43 | 8.53 | 7.97 | ||
OR Oregon College Savings Plan US E | 521.4M | -5.52 | 11.12 | - |
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